Webinar: Streamline Nonprofit Operations with Intelligent Workflows in Salesforce

Written byMelissa Bell

June 4, 2021

Grow your cause with workflows for recruiting and managing volunteers in Salesforce by leveraging the power of Formstack.



Nonprofits have their hands full in a post-COVID world

Nonprofits have their hands full in a post-COVID world


There’s no doubt that nearly every business, including nonprofits, faced intense disruption in the year 2020. As is the case with any unexpected change, also comes the opportunity to decide how we’ll respond. For most of us, that meant doubling down on a digital-first approach to life as we know it, both personally and professionally.

When we look specifically at how the pandemic affected nonprofits, leaders said the top challenge six months into the COVID-19 pandemic was fundraising.

It’s also worth noting that fundraising efforts were and remain increasingly complex due to organization’s inability to engage with members at scale.


Improve the member experience with a digital-first approach

Improve the member experience with a digital-first approach


Every time a nonprofit collects information from a member, constituent, or volunteer, that’s an opportunity to show them, “Hey, I know you! Welcome back!” 

Think about the last time you visited your doctor for a moment. Did you fill out the same stack of paperwork as you did the last time around? This is incredibly frustrating and time consuming for both the patient and office staff responsible for processing it.

Even prior to the COVID pandemic, many of us expected a more modern experience from the brands and organizations we interact with on a regular basis.

Nonprofits are no exception. Which is why it came as no surprise when the pandemic prompted many to ditch their painfully manual processes for volunteer sign-ups, donations, sponsorships, and more.


Streamline manual operations to focus on your cause

Streamline manual operations to focus on your cause


Since fundraising is often the leading use case for Salesforce within a nonprofit, sometimes this means the operations side of the house takes a back seat. 

With Formstack for Salesforce, nonprofits have the tools to streamline workflows above and beyond fundraising. The result? No more manually keying in donation forms, and more time to focus on advancing their cause. That’s because the addition of Formstack gives nonprofits an easy way to collect data, generate documents, and collect eSignatures, writing that information back to records in Salesforce. 

Plus, the tight integration between the two platforms enables nonprofits to deliver the seamless, memorable experiences that keep members engaged.



Try any Formstack product for free with a 14-day trial.


Manage nonprofit data simply and securely 


Some of the most popular use cases where nonprofits are leveraging Formstack forms in Salesforce involve fundraising, volunteer recruitment, sponsorship requests, and donations.

Watch our recorded webinar to learn more about use cases for how nonprofits can grow their cause with automated digital workflows for recruiting and managing volunteers in Salesforce.

Need to implement or customize Salesforce for nonprofits, but not sure where to start?

We work with nonprofits all the time. We know your pain points and how to solve them so you can get back to doing what you were hired to do: advance the mission of your organization.

Melissa Bell

About the Author

Melissa Bell

Melissa (Mel) is driven by continuous improvement every day, in every aspect of her life. A former Division I athlete, she knows big things can happen when the smallest incremental gains stack up. A natural storyteller, empathizer, and collaborator, Melissa’s focus at Venn is creating content that has an impact on the bottom line. She's a firm believer in: “When you've got a strong enough why, you can always find the how.” — Zig Ziglar